Position Sizing to Limit Investment Risk
1) Determine the maximum amount of your capital you are willing to lose on a single position. You may consider this in dollar terms or as a percentage of your entire investment portfolio. For example, if your account size is $10,000 you may consider your maximum loss to [...]
I recently read a news article written by an investment adviser about the benefits of investing in preferred shares. At first glance this article seems to be extremely accurate, at least from a financial perspective. For example, I presented the ‘bare bones’ of this case to some of my colleagues (investment professionals) and none seemed [...]
The Canadian Dollar hit a 130 year high on November 7, 2007 at $1.1027 (U. S.). This new valuation of the dollar will take some getting used to. Already there have been some business outcries for the Bank of Canada to step in and lower rates to cool off the appreciating dollar. This I do [...]
The online brokerage business has been growing rapidly within Canada and the United States. The Big Banks are not the only major players as there are many independent Brokerages participating and this has lead to dramatic cost cutting and improved services.
According to the latest Globe and Mail Survey of the online brokers dated October 6, [...]
Royal Bank of Canada (RY)
Toronto Dominion Bank (TD) * Michael Assoline’s Pick (Analyst @ Raymond James Financial)
Bank of Nova Scotia (BNS)
Bank of Montreal (BMO)
Canadian Imperial Bank of Commerce (CM)
Add National Bank of Canada (NA) to get ‘the big 6 banks’
If you wanted to find consistency and a healthy income stream from a stock where would [...]
Ethical Investing and Socially Responsible Investing
Ethical Investing and Socially Responsible Investing tend to be used by investors interchangeably.
So what exactly is Ethical Investing and Socially Responsible Investing?
Before discussing Ethical Investing you must first have a basic understanding of Investment in general.
Investment can be though of as placing discretionary funds (money that is left over [...]
When to Buy and Sell Stocks:
Slow Growers (Cash Cows): utilities, railroads, banks, financial companies
AT&T (T), Verizon (VZ), Duke Energy (DUK), ExxonMobil (XOM), Union Pacific Railroad (UNP), Bank of America (BAC), Bank of Montreal (BMO), JPMorgan Chase (JPM), Bear Stearns (BSC), Goldman Sachs (GS), etc.
How to Buy: check for cushion in earnings to eliminate risk that [...]